People Moves

US Group Hires Raft Of Advisors With $616 Million AuM

Robbie Lawther Reporter July 11, 2018

US Group Hires Raft Of Advisors With $616 Million AuM

The firm has made eight new hires across the US, and they bring with them $616 in client assets.

Financial services firm Benjamin F Edwards & Co has hired eight new financial advisors, who together oversee about $616 million in client money. A number of the new joiners previously worked at Wells Fargo Advisors.

With the additional personnel, assets under management for the St Louis-based firm have risen to almost $24 billion.

Joining the company are:

David Kohlmeyer, senior vice president – investments: He has more than 25 years of experience. He joins the Wheaton, Illnois office.

Herr Wealth Management - David Herr, vice president – investments; and Tyler Herr, financial advisor: Together, the father and son team have 40 years of combined financial services experience. They join the Chandler, Arizona office from Wells Fargo Advisors.

Bill Raymon, vice president – investments: Raymon began his financial services career in 1997. Previously, he worked for Wells Fargo Advisors. He joins the Birmingham, Alabama office.

James Garner, vice president – investments: Garner has more than 30 years of experience in financial services; He joins the Atlanta, Georgia office from Wells Fargo Advisors.

James Goehl, vice president – investments: With 32 years of experience in the financial services arena, Goehl joins the Woodstock, Illinois office from Wells Fargo Advisors.

Kevin Rodeffer, associate vice president – investments: Rodeffer is a financial advisor concentrating in mutual fund portfolio construction and the use of annuity products in comprehensive financial plans. He joins the Galesburg, Illinois office from LPL Financial.

Anthony Swart, financial advisor: He specializes in retirement income planning and advisory portfolios. He joins the Sarasota, Florida office from Sun Trust Bank.

Benjamin F Edwards & Co was founded in 2008 by Benjamin F Edwards IV. The firm opened its first branch in 2009, and has 67 offices in 26 states and more than 500 employees.

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